Unger, Ken
ABOUT
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TESTIMONIALS
About Ken Unger
Ken Unger is an experienced and respected coach and trainer known throughout the financial industry for his knowledge, enthusiasm and high energy level. He is widely recognized by audiences of Financial Advisors nationwide for sharing efficient practice management strategies and effective sales and marketing ideas.
As President of Million Dollar Producer, Ken creates training materials and conducts training sessions for mid to high-level Financial Advisors.
Ken is often featured and quoted in the financial media and press. He is currently a writer for Morning Star Advisor and has been quoted in various periodicals, including The Wall Street Journal. He has appeared on numerous financial television and radio shows.
Ken’s new book, The Keys to High Level Production, has quickly become a bestseller and favorite guide for Financial Advisors. His past experience includes: successfully forming and directing some of the industry’s finest internal and external sales organizations, structuring and negotiating financial products, and launching both a proprietary mutual fund and variable annuity.
Ken’s well-rounded 20+ year background includes tenures as Vice President of Shearson Lehman Hutton, Vice President of Connecticut Mutual Financial Services (the broker dealer affiliate of Connecticut Mutual Life Insurance), and Senior Vice President of Boston Capital (a financial services product distributor.
Ken is continually sought after to motivate and educate, and has been a featured, keynote or guest speaker at several hundred industry meetings and conferences. He has held over 1,000 client seminars and has provided insights and help to some of the industry’s best producers.
While Ken is highly esteemed for his ability to explain everything from financial products to sales techniques with strength and clarity, he is well-known for his infectiously high energy levels. His focus and drive are not diminished after working hours are over either – in fact, Ken recently completed the Boston, New York, Los Angeles and Chicago marathons. Ken consistently maintains the highest ethical standards, and served as a board member of the NASD (District 11 Committee). He is a graduate of Cornell University.
If you are interested in helping your group’s production take a quantum leap, or if you want to maximize their efficiency, then have Ken Unger be a speaker at your next conference or meeting!
How to Double Your Production While Working Less
This presentation covers the actual steps Advisors can use to build a highly efficient multi-million dollar practice while working less than 3 weeks a month. During this presentation we share with representatives more than 50 proven ideas and strategies that can make them highly effective and extremely productive. This presentation given by either Tom or Ken is one that Financial Advisors continuously rate as the best presentation of any meeting they attend.
The Keys to High Level Production
This presentation shares with Advisors the Keys that Million Dollar Producers need to maximize their success. It contains clear and concise relevant business strategies and information that high level producers need to operate an efficient multi-million dollar practice. During this presentation we not only uncover the keys to high level production, but we also take the audience through a step-by-step method that if followed will result in high level production. It also includes an Action Plan that helps Advisors take their practice to a higher level. This presentation is always rated as a “5 Star” performance by all attendees.Closing
How to Double Your Prospects Without Pressure
Would you like to learn how to transition prospects to clients in an efficient and effective manner without ever applying pressure? The key to success is in establishing your credibility, building trust and being able to deliver a can’t miss package of solutions. This presentation will share with you the proven techniques that S.A.V.Y.™ Financial Advisors use to insure maximum success. This session is one that Advisors have rated as the BEST SESSION at every meeting we have presented it at.
Testimonials
“Our crowd of 750 mostly middle-aged men would typically wait to be wowed by a keynote – sitting back in their chairs, arms crossed, territory marked, daring a speaker to impress them. In moments, our reps were open, eager (leaning forward!), smiling and taking notes in the dark. They were captivated by your pictures, alert to your words and responding to the way you were guiding them, considering how they could accomplish even more in their lives through preparation, asking the important questions and recognizing the moment when spontaneity collides with preparation.”
– Stacy Baehman, Assistant Director of Marketing Communications, Woodbury Financial
In ISA’s 26 year history of conducting annual meetings, we have never had a 100% excellent rating until Steve Uzzell. Steve’s message, “preparation leads to magic,” and his delivery were exceptional. His presentation exceeded our expectations and sent us on an open road to enjoy life.”
– Pamela J. Schmidt, Executive Director, ISA – The Association of Learning Providers